III Financial offers customized financial planning and investment advice to individuals, high net worth individuals, trusts, and estates. III Financial works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation. The firm constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks and bonds. III Financial monitors portfolios to ensure they meet client objectives.
Fee Structure
III Financial charges a fixed fee for comprehensive wealth management, which includes both financial planning and investment advisory services. The fee is based on the complexity of your situation and the level of service you need. The firm believes this fixed fee is transparent and simple, based on the value delivered and the sophistication of advice required.